Portfolio changes · featured 13Fs
Activity
Moves in BE across featured managers — New / Exit / Add / Reduce.
BE · reduce · all sizes
5 shown5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 18 Aug 1 | |||||
| BE | Reduce | Nehal Chopra - Ratan Capital Management | +2.01 pp | −15.0% sh | Q1→Q2 |
| 14 Aug 2 | |||||
| BE | Reduce | Situational Awareness | +2.96 pp | −3.3% sh | Q1→Q2 |
| BE | Reduce | Alex Sacerdote - Whale Rock Capital Management | +1.01 pp | −2.8% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| BE | Reduce | Polen Capital Management | +0.04 pp | −39.3% sh | Q1→Q2 |
| 30 Jul 1 | |||||
| BE | Reduce | Torray Investment Partners | +0.95 pp | −12.4% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home